Wealth Passport

Wealth Passport is an industry-leading, web-based platform built specifically for the unique needs and demands of modern family offices. It offers advanced data aggregation and customizable reporting capabilities with detailed summaries of net worth and performance measurement data, enabling our clients to make informed strategic investment decisions.

Dashboard

Quickly see your entire portfolio, then explore the details of any asset or transaction.

Portfolio Explorer

Locate the financial information you want right at your fingertips.

Interact quickly and easily with assets and liabilities held at Northern Trust or held away, without complex additional steps or having to run a report.

View details of accounts, holdings, tax lots or transactions with one click.

Asset Aggregation

Consolidate assets, including non-traditional assets such as real estate and fine art.

Receive a single view of assets held inside and outside of Northern Trust—all consolidated within our secure environment.

Money Movement

eDocuments

Access banking, trust and investment statements conveniently in an online environment, instead of waiting for them to be mailed to you.

Receive an alert when your statements are available.

A Seamless Level of Support

As a client of Northern Trust, we assign to you a team of experts committed to providing you with the highest level of service. Your primary point of contact provides access to all Northern Trust products and services, while a day-to-day contact monitors your account activity. An online consultant provides consultation to help ensure the best online experience. This includes determining the optimal online solution, reviewing aggregation capabilities, creating customised reporting solutions, working with you to streamline data flows into third-party vendor software, and training new users.

Lesley Hodgson

Director, Middle East Client Development, Global Family and Private Investment Office Group EMEA

Lesley Hodgson

Director, Middle East Client Development, Global Family and Private Investment Office Group EMEA

Lesley started her career with the Treasury of Royal Bank of Scotland before joining Northern Trust’s asset management business in 1995 to establish a portfolio management capability outside of the United States. After the successful establishment of this function she then worked with international clients on their global investment and securities lending needs.

She specialises in working with ultra-high net worth global families and their advisors on a vast range of different aspects to managing family wealth. She works with some of the leading global experts on tax and legal matters with special attention on establishing trusts, Private Trust Companies (PTCs) and Special Purpose Vehicles (SPVs). Her experience includes helping families establish efficiency, governance and succession planning within family businesses, property, art and landed estates. She has been instrumental in the establishment of new family offices as well as providing ongoing strategic solutions to those with long standing offices.

Lesley has a M.A. degree with Honours in Accountancy and Economics, from the University of Dundee, Scotland, and is IMC qualified.

This material is directed to professional clients only and is not intended for retail clients. For Asia-Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.